SEC 13F Intelligence

Sea Otter Advisors LLC / ZTR

Sea Otter Advisors LLC’s Virtus Total Return Fd Inc Position

Does Sea Otter Advisors LLC own Virtus Total Return Fd Inc (ZTR)? Not currently — the last reported position was 126.8K shares worth $706,276 in Q1 2024; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$706,276
Q1 2024
Shares
126.8K
% of Portfolio
+3.42%
Quarters Held
2
position exited

Position History ZTR

Reported value by quarter
Q4 ’23: $272,337Q4 ’23Q1 ’24: $706,276Q1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024126.8K$706,276+3.42%
Q4 202349.4K$272,337+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sea Otter Advisors LLC’s full portfolio or all institutional holders of ZTR.